Tell us about your role as Investment Analyst
As an Investment Analyst, my focus is on managing and optimising our portfolios. This involves analysing our current funds, screening for new investment opportunities, and meeting with fund managers to gain deeper insights.
What attracted you to PortfolioMetrix, and what keeps you motivated to stay?
I was drawn to the role at PortfolioMetrix because it allows me to gain experience working on all aspects of the investment process. PortfolioMetrix has been incredibly supportive of my career goals, providing continuous encouragement and opportunities for growth.
How do you like to spend your time when you’re not at work?
I love hiking and make it a point to visit the Peak District as often as I can. It’s during these hikes that I truly disconnect from the stresses of everyday life. I also have a passion for sailing, having spent a lot of time dinghy sailing during my school years in the UK. Although I’ve become more of a fair-weather sailor recently! Additionally, I love exploring new places and aim to visit at least one new country every year.
What do you like the most about PortfolioMetrix?
The incredible team we have here. They are not only fantastic to work with, but they also genuinely care about their work. Their focus is always on ensuring our adviser partners and their clients receive the best possible service.